About Nora M. Thomas

Nora M. Thomas is a Financial Advisor with Waddell & Reed. Nora has over 22 years of experience in the financial services industry. She has experience working with institutional and personal investments, financial planning, separately managed accounts, mutual funds, 529 plans and more. She was first licensed to offer securities in 2001 and currently maintains Series 7 and Series 66 registrations.

Prior to joining Waddell & Reed, Nora was Vice President and Product Manager of retail separately managed accounts in the Product Management Group for Evergreen Investments. Her responsibilities were to manage the separately managed accounts business line for Evergreen. The position required detailed attribution analysis of investment products which included asset allocation models with risk / return analysis. 

Prior to joining Evergreen Investments, Nora was Assistant Vice President and Senior Product Analyst in the Product Management Group for Bank of America, Banc of America Capital Management. Nora developed and executed competitive analysis and was the product liaison for the management of performance analysis tools and software databases.

Nora graduated from University of North Carolina at Charlotte with a Bachelor of Arts in Economics, emphasis in Business Administration.

Nora’s mission is to help individuals, families, and business owners with their financial goals.

Nora lives in Davidson, NC with her husband, Gregg, and their son, Christopher.

 

Waddell & Reed is not affiliated with any other entities referenced herein.

09/17